Courtney Rebecca Fraser
Trading-Equity bij Marotta Wealth Management, Inc.
Profiel
Ms. Courtney R.
Fraser is a Wealth Manager at Marotta Wealth Management, Inc. She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs.
Ms. Fraser was previously employed as a Finance Vice President by Alpha Delta Pi Sorority and a Farm Assistant by Wakefield Farm.
She graduated from Virginia Tech and holds a B.S.
in Applied Economic Management with a concentration in Financial Planning.
Actieve functies van Courtney Rebecca Fraser
| Bedrijven | Functie | Begin |
|---|---|---|
Marotta Wealth Management, Inc.
 Marotta Wealth Management, Inc. Investment ManagersFinance Marotta Wealth Management, Inc. (MWM) is an independent registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by David J. Marotta in 2000. MWM offers a complete range of investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Trading-Equity | 01-06-2016 |
Eerdere bekende functies van Courtney Rebecca Fraser
| Bedrijven | Functie | Einde |
|---|---|---|
| Alpha Delta Pi Sorority | Corporate Officer/Principal | 01-12-2014 |
Wakefield Farm
 Wakefield Farm Agricultural Commodities/MillingProcess Industries Wakefield Farm operates as a farm. The company is headquartered in State Road, NC. | Corporate Officer/Principal | 01-08-2014 |
Opleiding van Courtney Rebecca Fraser
| Virginia Tech Research Center | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wakefield Farm
Wakefield Farm Agricultural Commodities/MillingProcess Industries Wakefield Farm operates as a farm. The company is headquartered in State Road, NC. | Process Industries |
Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. Investment ManagersFinance Marotta Wealth Management, Inc. (MWM) is an independent registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by David J. Marotta in 2000. MWM offers a complete range of investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
| Alpha Delta Pi Sorority |
